Personal Assistant to 2 Directors

Requirements

• Grade 12 / Matric. • Secretarial diploma or relevant degree. • 5 years of secretarial experience. • Microsoft Office (advanced level) • GreatSoft (advantageous) • Basic accounting knowledge. Responsibilities but not limited to:

• Management of incoming and outgoing mail and email. • Electronic diary management. • Typing of client correspondence. • Typing of invoices. • Typing of credit notes. • Sending statements. • Debtor's recons. • Keeping debtor's age analysis up to date with payments and following up with clients. • Filing of documents on CDM. • Dealing with clients' telephonic and personal queries. • EME certificates. • Maintaining client database. • Financial Statements - printing of financial statements, sending to clients for signature, sending signed copies for their records, and preparing minutes and resolutions (trusts). • Following up on outstanding signed documentation (engagement letters, tax returns and financials). • Updating directors locking lists. • Maintaining the director's timesheets. • Trust Work. • Preparation of various documents for new clients. • Assist the directors with valuations when necessary. • Preparation of quotes. • Compliance with the firm's System of Quality Management (SOQM), policies and procedures. • Compliance with the firm's Employee Code of Conduct, which consists of the firm's HR policies, SAICA, IRBA, and IESBA Codes of Conduct. • Typing of financials when needed. • Maintaining the "financials tracker/income tax return" spreadsheet. • Update PA register for all incoming signed financials. • Update AUP (agreed upon procedures) locking register. Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.